$100,000 Minimum Investment
Model Investment Objective & Strategy
To optimize risk-adjusted returns delivered over a full market cycle by utilizing a global asset allocation with the option to make investment decisions in light of current economic conditions. Portfolios are managed using passive security selection with active asset allocation. Allocations are intended to be opportunistic of yield curve metrics, relative valuations, currency fluctuations and other geopolitical circumstances.
KEY PORTFOLIO ATTRIBUTES
||Asset classes across the global investment spectrum are used to diversify the portfolio and then are allocated according to each model's stated risk tolerance.
||Emphasis is placed on low-cost investment vehicles, such as ETFs, so as to limit potential drags on portfolio performance.
||Models are rebalanced minimally on an annual basis to systematize a process for opportunities to buy low and sell high.
||The model evaluates and attempts to remain ahead of economic trends as they transpire. This includes analysis of interest rates, global market conditions Er geopolitics.
||Alternative asset classes such as real estate, commodities, foreign bonds, etc. can be used in the portfolios to potentially enhance the risk/return dynamic.
||When possible, we employ tax-efficient investment vehicles and trading strategies,though this will be secondary to the goal of optimizing performance where possible.
*Asset allocations for the model risk profiles are as of April 1, 2016. Variations in asset allocations on actual accounts may vary due to a variety of factors including but not limited to cash distributions or contributions, non-model holdings or other situations particular to an individual client.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. TrilogyCapital Risk Profiles range from 6 to 1 with a Profile 6 being most aggressive and risky and a Profile 1 being the most conservative and risk averse. TrilogyCapital’s intention is to manage portfolio risk just as much as return while taking clients’ risk objectives and goals into consideration. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. An investor should consider their Model Portfolio’s investment objectives, risks, fees and expenses before investing. This and other important information about TrilogyCapital can be found in the firm’s ADV. Some clients of TrilogyCapital experience different performance results due to unique situations including cash distributions, non-model holdings, and additional situations particular to an individual client. An investment into TrilogyCapital’s portfolios are not insured or guaranteed by the FDIC or any other government agency. Advisory services offered through TrilogyCapital, Inc., a Registered Investment Advisor.